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AAFM ® American Academy of Financial
Management ® |
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Prof.
Dr. George Mentz, JD, MBA, CWM ®, QFP
Attorney at Law & Notary Public
Founder AAFM ® American Academy of Financial Management
®

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*Professor
Mentz is the founder of the AAFM™®
American Academy of Financial Management and
the International Board of Standards ™ ®
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- Prof.
Mentz CEO, Chairman for AAFM ® Worldwide - Board
of Standards and Accreditation Council Mentz has
been a Leader in Wealth Management Education and
Standards in the USA for over 10 years and is the
creator and founder of the CWM Certified Chartered
Wealth Manager ™ Certification Program Worldwide.
- Mentz
was first person in the United States to achieve
"Quad Designation" Status achieving Juris
Doctorate, Dip. Int. Law, MBA, lic. qualified financial
planner, and Certified Financial Consultant credentials.
- Featured
and quoted in the Wall Street Journal ™, The
Hindu National, The Financial Times Asia, The Arab
Times, El Norte Latin America, Forbes News, The
Business Wire, Reuters Global News, EuroInvestor
News UK, Yahoo Finance, Morningstar News, Digital50
News, Direkt Broker Germany News, Ad Hoc News, Centre
Daily News, Earth Times, Yahoo News, University
of California News, ArabianBusiness.com NEWS, Express
Computers Business News in India, and more.
- Licensed
Attorney and Counselor of Law US Federal Courts
EDLA and State License - LA USA
- Editor
and Chief for the Original Tax and Estate Planning
Law Review
- Professor
for Wealth Management and Private Banking San Diego
TJSL Law School LLM Program
- Advisory
Board of the Global Finance Forum - Switzerland
2006-7
- Past
Board of Advisors of the World E-Commerce Forum
& ERISA Fiduciary Guild
- Author
of Several books on Wealth Management, Human Potential
& Project Management
- Faculty
Appointments and Graduate Executive Training Appointments
for law schools, business schools, and Training
Centers in: Miami, Denver, Hong Kong, Nassau, Bahamas,
Silicon Valley, CA, Virginia, New Orleans, Dubai,
San Diego, Chicago, and more.
- Mentz
has provided Consulting to the United States Government
on Economic Trends and Employment Issues for several
years.
- Dr. Mentz is a 2009 Winner of the Faculty Award
for Superior Performance in recognition of Excellence
in Teaching ... "Clear and Structured"
in teaching Business Ethics.
- Founder
of the AAFM ® American Academy of Financial
Management and Exclusive
Founder and Exclusive Owner of the IAFM ™
International Academy of Financial Management training
group and creator & founder of the AAPM ®
IPMC
and Global Project Management Academy.
Mentz is also the founder and the Creator of the:
CWM ® Wealth Management Programs and
the CIPM ®
and MPM ® project
management programs.
*Professor
Mentz addressing China National Media at the Global
Wealth Management Summit in Beijing China |
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Contact Professor
Mentz
- USA
Director and Chairman of the Global Wealth Management
Advisory Board and Advisory Board to AAFM American
Academy of Financial Management
- Consulted
with Wall Street and Banking Firms, Trained Financial
Advisors, and Instructed Clients from 30 jurisdictions
on Financial Planning, Investing, Taxation, Insurance
and Estate Planning.
- Consulted
with Several Fortune 100 Companies and International
Banking Institutions
- Diversified
wealth management practitioner experience involving
training, marketing, management, development, finance,
financial planning, teaching, education, and e-commerce.
- Teaching
accredited college level estate planning, investments,
economics, finance, & tax courses and topics
along with e-commerce strategy, law, and marketing
for several universities.
- Inventor
of the Legal and Plastic Surgery Z-5 Internet Marketing
Program Worldwide
- Researched
and published worldwide in the area of taxation,
financial analysis, investments, estate planning,
and financial consulting.
- Appointed
Faculty member St. Thomas Law School Graduate LLM
Program in Miami.
- Appointed
Faculty for the prestigious Silicon Valley SJSU
E-Business Programs.
- Faculty
- Thomas Jefferson School of Law - Appointment
- Full
Time Faculty Appointment, Subject Matter Expert,
Consultant, and full time law faculty.
-
Investment Advisor Representative Law Exams Passed.
- Certified
Financial Consultant License Achieved
- Licensed
and Registered Financial Planner Registration Achieved
- Licensed
and Certified E-Commerce Consultant Trainer
- Corporate
training and Course Development experience with
major corporations and University Instruction Online
and OnSite
- On
Faculty for Several Universities Teaching Online
and On-Site
- Faculty
member 1995-2009 teaching business law, taxation
, corporations, legal environment, business entities,
e-commerce management and law, investments, ethics,
financial planning, estate planning, wealth management.
- Published,
written, and presented multiple articles and research
in venues such as print, magazine, journals, television,
several college universities, and websites.
- Keynote
speaker at seminars, conventions, and conferences
- Quoted
and Author of Published articles in 20 Countries
and 20 Major US cities on finance and ebusiness
consulting.
- Experience
as a Top Wealth Management Advisor for a Wall Street
Firm
- Founding
Shareholder of companies, joint ventures, and alliances
in US, EU, Asia, Greece, Portugal, Africa, Belgium,
Singapore, China, Russia, Canada, Malaysia, and
other countries.
- Member
Phi Delta Phi International Legal Fraternity, Member
Delta Kappa Epsilon International , Skull and Bones
Friars Member, Member Scottish Rite Masonic Bodies,
& Member of the York Rite and Royal Arch Masonic
Bodies.
- International
television and press interviews in contrives such
as China, Mexico and USA
- Keynote
speaker in Beijing and Hong Kong. Featured in major
newspapers throughout Asia.
- Presented
to International Financial Executives at the Geneva
Wealth Mgt. Conference.
- Master
Financial Professional Trainer Certified
- Negotiated
International Agreements with CFP Board and
AIMR International
- Accepted
as an Expert Witness NASD Arbitration Panel 2003
- Founder
of the AAFM AAPM and CEC Global Scholarship Program
for disadvantaged students worldwide.
- Author
and course architect for the original Ethics and
Philosophy Course for DeVry University which is
an NYSE New York Stock Exchange Corporation and
teacher of Business and Professional Ethics at the
college and graduate level.
GRADUATE
AND INTERNATIONAL EDUCATION FOR PROF MENTZ:
M.B.A.
Loyola and Catholique University Graduate School in
Louven, Belgium, Condor Falcon School Member, Chairman
of the Tax & Estate Planning JD & MBA Law Review
(1998) Completed research & studies, and provided
international lectures in Belgium.
Loyola
University School of Law, Juris Doctorate in International
Law Attended law courses at William & Mary and
Tulane Law School Completing law studies in Madrid Spain,
Sao Paulo Brazil, Cuernavaca Mexico.
Loyola
University in conjunction with William and Mary - CILS
International Law Certification [Higher Dip]
Louisiana
State University, Bachelor of Arts in International
Politics
Attended University of Innsbruck, Austria UNO Program
PROFESSIONAL
DESIGNATIONS AND SERVICE:
AAFM
Certified Market Analyst and Registered Financial Analyst,
Master Financial Professional, Chartered Trust and Estate
Planner Triple Board Certification.
Successfully Completed US SEC NASD Series 7, 63, &
65 Securities Licenses, Registered Investment Advisor
Representative
Licensed Attorney, Licensed Financial Planner, Certified
Financial Consultant, and Notary Public License
Investment Management Analyst Certificate, Policy, Analysis,
and Manager Selection
CEC Certified E-Commerce Consultant
Board of Directors for 3 non-public companies and one
charity
Winner of several faculty awards and an award for meritorious
service to charity
Member of local foundation boards, school boards, and
charitable boards. 2005-9
OTHER
PAST WEALTH MANAGEMENT EXPERIENCE:
WESTEND
CAPITAL MANAGEMENT CALIFORNIA - Consultant and Lawyer
Regarding Securities
WEALTH
MANAGEMENT ADVISORY BOARD - ASIA
WEALTH
MANAGEMENT COMMISSION - USA
Wealth
Management Training - Curriculum Committee: Designing
and Crafting Wealth Management Training Programs that
have been conducted for thousands of students in 10
countries worldwide.
Featured
with Wealth Management International Recognition: Wall
Street Journal, The Hindu National, The El Norte Mexico,
The Financial Times Asia, & Several Middle Eastern
News Companies.
USERSTRATEGY.COM
Global Executive Consultant
Research
and Testimony as a Securities Expert: in Arbitration
Cases in assisting in protecting consumer rights and
ethics in the profession. Advised on Suitability, Supervision,
Misrepresentation, financial planning.
LEGG
MASON WOOD WALKER, INC.
Senior Financial Planner, Wealth Management Advisor
covering Multiple US States and several jurisdictions.
One of four high net worth consultants for an International
Firm. Wealth Management sales consulting, seminars,
training, national presentations, television broadcasts,
coaching, internal writing, net & web content, department
compliance, and product consulting for LMWW. Wealth
Management - A Team Leader for Southern U.S. Managing
projects and events.
FIRST
AMERICAN/AMSOUTH BANK - Now Regions Financial
(Which is a top 20 Bank in the USA)
Financial Officer, Wealth Management & Financial
and Estate Planning Manager. Wealth Council Member.
Trust Liaison for Region along with marketing, newsletter,
presentation, training, and management capacities. Training
and consulting with brokers, trust officers, and advisors
in several states giving speeches to clients and public
in several states.
American
Academy of Financial Management Board of Standards LLC.
owns the designation marks MFP MASTER FINANCIAL PROFESSIONAL
(tm) CWM CHARTERED WEALTH MANAGER (TM) CMA CERTIFIED
AND CHARTERED MARKET ANALYST (TM) and federal copyrights
which it awards to individuals who successfully complete
initial and ongoing certification and charter requirements.

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